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Unify Revenue

Invoices, payments, and retainers

Create and edit a free-form invoice

Build a draft with custom line items when the amount does not come from tracked work.

Reading time
5 min read
Audience
Managers and admins
Updated
Updated September 5, 2026
01

Build the draft

  1. 1

    Choose Free-form invoice

    Start a new invoice and choose the free-form option.

    Open this page
  2. 2

    Choose the client

    Set the client and invoice currency, then enter the issue and due dates.

  3. 3

    Add invoice details

    Add an optional purchase order number, subject, notes, and line items.

  4. 4

    Price the work

    For each line, choose an item type and enter a description, quantity, and unit price. Reorder or remove lines as needed.

  5. 5

    Apply adjustments

    Add an invoice-wide discount and one tax rate when required, then save the draft.

Good to know

A second tax is not available. Use the single invoice-wide tax field and describe any additional adjustment in a separate line when appropriate for your accounting process.

02

Draft behavior

You can return to a draft and edit its content before sending. Recurring schedules, invoice duplication, and invoice deletion are not available in the current invoice workspace.

Open this workflow in Unify Revenue

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Create a free-form invoice

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